AmarilloRecruiter Since 2001
the smart solution for Amarillo jobs

Associate Wealth Advisor

Company: mariner wealth advisors
Location: Amarillo
Posted on: May 13, 2022

Job Description:

Overview The associate wealth advisor position at Mariner Wealth Advisors is the ideal role for a financial planning professional looking to join a firm that has been ranked in the top five RIAs by Barron---s for the last five years. As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client---s goals and values.?Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities Responsibilities Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items Critical in supporting, retaining and building meaningful client relationships Participate in the sales process in partnership with team to build new client relationships Actively develop skills in various software programs for investment and financial planning Qualifications Bachelor---s degree (degrees in finance or related field are a plus) 2 years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience CFP designation or Series 65 required Skills & Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning Previous experience with high net worth or ultra-high net worth clients/families is preferred Experience utilizing financial planning software ( eMoney , MoneyGuide Pro) Highly effective interpersonal, relationship management and communication skills Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients--- interests first drives everything we do. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. EOE M/F/D/V Barron---s awarded the 2021 and 2020 5, 2019 4 and 2018 3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 2 and 2016 1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings--- registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020 and 2021). Barron---s publishes rankings based upon a number of criteria and the firms--- filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com .

Keywords: mariner wealth advisors, Amarillo , Associate Wealth Advisor, Other , Amarillo, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Amarillo RSS job feeds